Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Yesterday Siemens announced the acquisition of Mendix; today’s news was fiscal third quarter earnings and a reorg. Tariffs came up early and often, as the uncertainty surrounding global trading frameworks affect many parts of Siemens’ business. Lack of...
Quickie: Hexagon acquires Guardvent for driver fatigue/distraction detection

Siemens acquires Mendix to accelerate MindSphere rollout

Siemens announced earlier today that it plans to acquire Mendix, a company that makes what is called a “low code” application development platform. If you program from scratch in Fortran (horrors), C, C++, C#, that’s not low-code. Low-code is a...
SAP, ANSYS and digital twins (oh my)

SAP, ANSYS and digital twins (oh my)

I find it fascinating that SAP is pushing so hard on physics-based IoT capabilities, when it could more naturally come at IoT from the perspective of business analytics. Its partnership with ANSYS is another big step in that direction, adding more solvers and a...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Quickie: Nemetschek revenue up 17% in Q2

So far we’ve had PLMish earnings; today, Nemetschek chimed in with a report that shows how well AECish companies are doing, too. Total revenue was €114 million, up 17% as reported and up 21% in constant currencies (cc). Since Nemetschek is a serial acquirer,...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

AVEVA continues to roll, we think

Schneider Electric released earnings this morning which now means that AVEVA also does, sort of. AVEVA says that it “made a solid start to the financial year” and that it “maintains a strong balance sheet and saw good cash generation in the [fiscal]...
Quickie: Hexagon acquires Guardvent for driver fatigue/distraction detection

Spectris announces CAE ambitions, acquires VI-grade

The news came into my inbox this morning: Spectris has acquired VI-grade. Who? I know, me too. Background: Spectris is a big UK company, listed with over $2 billion in revenue in 2017. It currently does a lot of the physical parts of a test-and-simulate program:...
Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Quickie: MuM’s results show climb up hockey stick

We’ve seen all sorts of analogies for what happens with top line revenue during the transition from perpetual to subscriptions–bottoming out and climbing back up the other side, a hockey stick with a curved decline then a sharp upwards trend, and so...